Tax Manager (PE-RE)
About The Position
This role sits directly with one of Petra Funds Group's clients, an established alternative investment manager with a long-standing real estate investment platform. The firm uses a fundamental, value-oriented investment approach and operates across real estate debt and equity strategies, including complex joint ventures, closed-end and open-end funds, and opportunistic investments. The Tax Manager works closely with senior tax leadership and the broader accounting team, overseeing tax compliance, reporting, and review across investment funds and related entities. This hands-on role requires a solid foundation in partnership and corporate taxation, experience reviewing complex tax workpapers, and the ability to manage reporting deadlines across multiple entities. The position offers exposure to a growing investment platform, complex investment tax matters, specialized tax projects, and process improvements.
Requirements
- At least 4 years of relevant tax accounting experience, ideally within public accounting, investment management, or financial services.
- Bachelor's degree in Accounting, Finance, Taxation, or a related field.
- Solid understanding of partnership and corporate taxation, including federal and state tax reporting requirements.
- Experience preparing and reviewing tax workpapers, reconciliations, and supporting schedules.
- Knowledge of book-to-tax adjustments, GAAP financial statements, and capital account reporting.
- Advanced Microsoft Excel skills, including experience working with complex financial and tax workbooks.
- Ability to independently manage multiple priorities and deadlines, particularly during peak tax reporting periods.
- Detail-oriented, organized, and proactive, with a high level of ownership and accountability.
- Clear written and verbal communication skills and the ability to collaborate effectively with internal teams and external tax advisors.
Nice To Haves
- Familiarity with investment taxation, including ECI, FIRPTA, UBTI, and related tax considerations.
- Experience with investment partnerships and complex fund structures.
Responsibilities
- Review federal and state tax workpapers, supporting schedules, and reconciliations across partnership and corporate entities.
- Review quarterly and annual tax reporting packages and supporting calculations.
- Review book-to-tax adjustments, tax basis reconciliations, and capital account summaries.
- Support tax extension calculations, annual filings, and compliance deadlines.
- Review internally prepared tax workbooks for accuracy, consistency, and completeness.
- Assist with international tax reporting and compliance matters as needed.
- Review tax reporting across investment partnerships, corporate entities, and related fund structures.
- Evaluate tax implications associated with different entity structures, partner types, and investment activities.
- Support analysis of investment-related tax matters, including ECI, FIRPTA, UBTI, tax leakage, and debt-related tax considerations.
- Review financial statements and GAAP reporting to identify relevant tax adjustments.
- Review partnership allocations, capital account reporting, and investment-related tax calculations.
- Research technical tax matters and support tax planning initiatives as needed.
- Coordinate with internal accounting teams and external tax advisors to ensure accurate and timely completion of tax reporting deliverables.
- Review internally prepared tax workpapers before submission to external tax advisors.
- Track compliance deadlines, outstanding items, and reporting requirements throughout the tax reporting cycle.
- Communicate with internal stakeholders and external service providers to resolve outstanding items and maintain reporting timelines.
- Identify opportunities to improve tax reporting processes, workpapers, and internal controls.
- Support special tax projects and initiatives as the investment platform expands.
Benefits
- 90% covered medical, dental, and vision insurance premiums.
- Fully funded Health Savings Account employer contributions up to the IRS maximum for employees enrolled in the high-deductible health plan.
- 401(k) employer match at 100% of contributions up to 5% of compensation, with immediate vesting.
- Flexible paid time off.
- Generous holiday calendar.
- Hybrid work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
